Creating a Purchase Order

To create a purchase order in Envoici, follow these steps:

1. Go to Expenses > Purchase Orders > New Purchase Order.

Steps to Create a Purchase Order:

1. Select Vendor: Choose the vendor from the dropdown menu. If the vendor isn’t listed, click + New Vendor to create a new vendor account.
2. Voucher Number: The voucher number will be auto-generated by the system.
3. Date of Issue & Due Date: Enter the date the purchase order is created and the due date for the order.
4. Select Item: Choose the item, enter the quantity, apply any discount, and add applicable taxes.
5. Add Additional Records: Use the + New Row button to include more items or records in the purchase order.
6. Attach Bill: Upload a scanned copy of the bill or any supporting documents by clicking the Choose File button. This is useful for record-keeping and audits.
7. Narration: Enter a narration to provide additional details about the purchase.
8. Terms & Conditions: Specify the terms and conditions for the purchase.
9. Project Association (Optional): If the purchase is linked to a project, enter the project name in the Select Project field.

A purchase order can be converted into a Purchase Voucher once the order is fulfilled.